You may know Sandra as our Client Relationship Manager, but now is your opportunity to get to know her a little better. What is your job title? How did that happen? Client Relationship Manager. I was taken on as Professional Support and I really enjoy …
It is becoming increasingly clear that someone in their twenties now might have to work until they are 70 before they are eligible for their state pension. And if this is the only income they can rely on, it will mean working longer than that. Very few …
An update on the markets from Brian Tora and our investment partners JM Finn. Memories of times past Shares have been in a rather subdued mood recently, though sterling and the more domestically focussed FTSE 250 Share Index were a little perkier initi …
We are delighted to welcome Ian Else to join Sally and Sandra in our Bristol office. Ian joins us as Senior Financial Planner and Director, from Bristol based financial planning firm Ovation Finance, where he spent five years. Ian recently realised it …
From us all at UNIQ Family Wealth, we wish Sam and Linda Isaac of Isaac Rees Wealth Management, a very happy retirement. They had a wonderful retirement lunch at the Angel in Abergavenny and were delighted to see a few of their clients who joined us to …
“The strength of the team is each individual member. The strength of each member is the team.” – Phil Jackson Having the right team in place to serve you, our valued clients, is of paramount importance to us. This month we get to know Rachel Bevan. Why …
The Office of Tax Simplification (OTS) last month, released the second part of its investigation into simplifying what now seems to be the highly unpopular IHT rules. The findings were reflected in its consultation which elicited an unprecedented level …
